Accounting

Common Questions

• How is the Income on the Cash P&L determined and does it compare to the Receive Money window?
• How to configure different income accounts for different matter classes
• How do I record an internal bank transfer within SILQ?
• What are Passthrough Accounts and How do they Work?
• How do you choose/link an account to be set as the default account for a particular transaction?
• How does the Chart of Accounts window work?

See less ▼

Automatic Bank Feeds

• How do practice bank feeds work?
• Connecting a bank feed to SILQ
• Tips & Tricks to know before connecting or using a Bank Feed
• How often does SILQ receive data from a Bank Feed?
• How do I know when there are new transactions to reconcile in a bank feed?
• Add a spend money or receive money transaction while reconciling a bank feed
• Delete/Dismiss an account transaction while reconciling a bank feed
• Unlink, Delete or Rename a Bank Feed Account
• How do you reconcile a bank feed?

See less ▼

Expenses & Disbursements

• Entering a Matter Expense/Disbursement
• How do you reimburse a staff member an expense that is also a disbursement that will be charged to the client?
• Entering an Expense
• Entering a General Expense
• Printing an Office Cheque when Entering an Expense
• Deleting a Spend
• Entering a Multi Line Expense

See less ▼

Fixed Fees & Sundries

• Fixed Fees (Activities) and Sundries

Batch Payments

• How do Batch Payments work?

Reconciling Accounts

• Banking
• Past Reconciliations
• Reconciling Accounts and Importing Bank Statements
• Banking Slip

Receipting

• Enter a receipt via the Invoices Window
• Prepare Receipt Window
• Amount to Allocate
• The Receive Money Window
• Receive Money Window Overview
• Receive Money Top Toolbar Buttons
• Enter a receipt via the Receive Money window
• Enter a receipt via the Time and Billing window
• Which is the best way to enter a matter related receipt?
• Entering a General Receipt

See less ▼